- This event has passed.
When Retirement Planning Meets Real Life – West LA
February 3 @ 12:00 pm - 1:00 pm
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
CONTACT
© CAVALIER ASSOCIATES | Terms Of Use
Use of AI-Generated Images
Some images on this website were created with the assistance of artificial intelligence (AI) tools. These illustrations are provided for conceptual or educational purposes only and are not photographs of actual people, clients, or events.
About the Event
When Retirement Planning Meets Real Life: Long-Term Care, Longevity & Today’s Families is an educational, advisor-focused lunch discussion designed for Financial Advisors and Insurance Professionals navigating today’s evolving retirement landscape. This event explores how long-term care planning impacts retirement income, estate strategies, and family dynamics—particularly as clients live longer and family structures grow more complex. Attendees will gain perspective on addressing long-term care earlier, integrating planning conversations more effectively, and positioning themselves as strategic advisors rather than product-focused professionals. The session emphasizes real-world planning considerations, peer insights, and practical approaches advisors can apply immediately.
Key topics include:
Long-term care is not a place—it’s an event that can disrupt retirement income, legacy plans, and family dynamics if not addressed proactively. Today’s clients live longer, face more complex care scenarios, and expect advisors to lead these conversations with confidence
Women are more likely to be caregivers and care recipients, often experiencing longer claims and greater financial impact. Add in divorce, remarriage, and cohabitation, and LTC planning becomes a critical—and often overlooked—risk factor in comprehensive advice
Learn how leading advisors are reframing LTC discussions as part of retirement protection and estate coordination—using flexible solutions and thoughtful ownership strategies that align with modern family structures and client expectations
You’re invited to join David Kopaloff of Cavalier Associates, Julie Udovch and Chris Chertboonmuang of Nationwide—along with special guest Shawn Britt, Director of LTC Initiatives at Nationwide—for a candid, advisor-to-advisor conversation over lunch.
Hosted by:
Tuesday, February 3, 2026 at 12:00pm
Il Moro Restaurant, 11400 Olympic Blvd (entrance on Purdue Ave), Los Angeles, CA 90064
Lunch Provided
This is not a product presentation. It’s a strategic discussion on how long-term care planning fits into real-world retirement planning today—covering what’s changing, what’s working, and how advisors can elevate their value in client conversations.
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
Details
Venue
Los Angeles, 90064 United States
Organizer